Customer Operations Associate
Vi
Invest Operations Associate
Acorns
full-time
Posted on:
Location Type: Remote
Location: Remote • California, New York • 🇺🇸 United States
Visit company websiteSalary
💰 $65,000 - $69,500 per year
Job Level
JuniorMid-Level
About the role
- Manage the full lifecycle of investment-related customer support, ensuring timely and accurate responses to inquiries.
- Support age of transfer requests, incoming and outgoing rollovers, and funding source changes.
- Handle specialized processes including levies, wire payments, court orders, deceased accounts, and ACH disputes.
- Execute individual trade orders and assist in unsuccessful ACH payment resolution.
- Collaborate with internal stakeholders (Legal, Compliance, Marketing, and Product teams) to support ongoing operations and initiatives.
- Coordinate with our IRA custodian to support audits, reconciliations, withholding, and rollover activities.
- Monitor and respond to operational incidents, escalating and resolving issues in a timely manner.
- Review and support the accuracy of customer 1099 forms before release.
- Maintain and enhance email macros and SOPs to improve team efficiency and customer experience.
- Identify opportunities to improve, streamline, or automate internal processes while ensuring compliance with regulations.
Requirements
- FINRA SIE, Series 66, 7 license or will obtain in 6 months from being hired
- 1-3 years of investment, banking or financial operations experience
- Detail-oriented and the ability to consistently execute on assigned tasks effectively with a high degree of excellence
- Customer-focused and a passion for speaking to customers, answering queries, and solving complex issues
- Excellent written and verbal communication skills and the ability to build rapport
- Strong work ethic and a proactive approach, able to effectively manage multiple priorities and adapt to change within a fast-paced business environment
- Ability to identify and escalate priority issues
- You are flexible with your working hours. Shifts may include evenings, weekends, or holidays
- Thirst for delivering game-changing products
- Exceptional drive and precision in delivery
- A belief that your work is tied to your life's mission
- Optimistic about the potential of societal change
Benefits
- Competitive salary and stock options
- A comprehensive benefits package to meet the needs of you and your family
- Flexible work hours, location, and paid time off
- 401k discretionary match
- Monthly Acorns account contribution & GoHenry account for your family
- Wellness Days - Company-wide quarterly days off to rest + recharge
- Mindfulness, Mental Health, and Financial Wellness resources: Headspace, Ginger, and Addition Wealth are offered at no cost to you
- Acorns Career Development Program (Monthly Acorns to Oaks training sessions, development plans, quarterly development check-ins, Cornerstone’s online training platform)
- Roots Leadership Program for emerging leaders
- Monthly community celebrations, events, panel discussions, and speakers
- Talented and motivated team members who care deeply about one another, our mission, and our customers.
- The rare opportunity to create a new world. We inspire one another every day to do meaningful work that solves big societal challenges.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
investment-related customer supporttrade order executionACH payment resolutionaudit supportreconciliationcomplianceprocess automationcustomer 1099 form reviewfunding source changesrollover activities
Soft skills
detail-orientedcustomer-focusedexcellent written communicationexcellent verbal communicationability to build rapportstrong work ethicproactive approachability to manage multiple prioritiesadaptabilityoptimism
Certifications
FINRA SIESeries 66Series 7
